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Networth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Networth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262 Sell
11
-8
-42% -$187 ﹤0.01% 367
2026
Q1 		$408 Buy
19
+8
+73% +$175 ﹤0.01% 362
2025
Q4 		$230 Buy
+11
New +$233 ﹤0.01% 371

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Networth Advisors's SCHH Position: Q2 2026 in Review

Networth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 42% in Q2 2026, selling an estimated $187 and leaving 11 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Networth Advisors first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. The position peaked at $408 in Q1 2026. 360 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Networth Advisors held 11 shares of Schwab US REIT ETF worth $262 as of Q2 2026.
  • Networth Advisors sold 8 Schwab US REIT ETF shares in Q2 2026, an estimated $187.
  • Schwab US REIT ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #367 holding.
  • Networth Advisors first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Schwab US REIT ETF position peaked at $408 in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.